Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Nippon - Indian Economic Transformation - ETP
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Nippon - Indian Economic Transformation - ETP
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.22%
3.08%
6 Months
8.59%
9.19%
1 Year
1.40%
9.02%
3 Years
11.84%
14.71%
5 Years
6.21%
10.31%
Since Inception
7.85%
14.95%
Fund Age
5 yrs 3 mo
7 yrs 10 mo
AUM
₹3.73 Cr
₹42.73 Cr
Alpha – 1 Year
−3.32%
4.30%
Alpha – 3 Years
−0.25%
2.62%
Information Ratio – 3 Years
0.11
0.63
Volatility – 1 Year
23.13%
17.52%
Volatility – 3 Years
17.54%
14.89%
Beta – 1 Year
1.25
0.97
Beta – 3 Years
0.97
0.92
Sharpe Ratio – 1 Year
-0.06
0.26
Sharpe Ratio – 3 Years
0.45
0.66
Worst Rolling Year
5.77%
8.19%
Value at Worst Rolling Year
₹1.06 Cr
₹1.08 Cr
Deepest Drawdown
−23.48%
−18.24%
Recovery Period
Not yet recovered
238 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.08%
16.27%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 3% · M 32% · S 59%
L 18% · M 16% · S 37%
Number of Stocks
19
30
Portfolio P/E
26.66
31.64
Top 5 Holdings
Godrej Industries Ltd · 10.94%
Steel Authority of India Ltd · 8.51%
EIH Ltd · 8.34%
ACC Ltd · 7.75%
Sagility Ltd · 5.94%
Other Equity · 20.96%
Cash & Cash Equivalent · 7.28%
Aster DM Quality Care Ltd · 3.76%
Neuland Laboratories Ltd · 3.55%
Delhivery Ltd · 3.54%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Financial Services · 34.33%
Healthcare · 12.55%
Capital Goods · 4.50%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
2% / 0% / 0%